Investment Placement Group (IPG) premieres new offices in Miami. They are located in Brickell City Tower, in the heart of Miami’s new financial center, across from Brickell City Center.
“We are very happy and excited to see our Miami group grow,” said Rocio Harb, director of the Miami office and branch manager at IPG. “Very grateful to the partners and the San Diego team for their support and generosity,” she added.
The company’s headquarters are located in that California city.
For his part, Adolfo Gonzalez-Rubio G, Head of Wealth Management at IPG, said that “our new office is a testament to the hard work of our team and our vision for the future. This space will allow us to scale operations and continue attracting top talent and advisors.” He then added: “we want to offer better value to our clients as we embark on the next chapter of growth.”
The Miami office of IPG currently has 5 of the firm’s 15 advisors, within a total team of 70 people.
The company, founded in 1983, grew from being a California broker-dealer to becoming a multigenerational and diversified wealth management firm with expert financial professionals serving both domestic and international clients.
A large part of Investment Placement Group’s portfolio is offshore and is composed of Latin American clients. One of the goals of its hiring campaign is to attract advisors to help diversify its client base.
IPG has offices in Arizona, California, and Florida, and also has an affiliated investment advisory company in Mexico to serve the local market. Additionally, it has an institutional commercial office in Argentina.
Currently, the group oversees more than $5 billion in assets and works with multiple renowned custodians for the U.S. offshore market.
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